Filed February 6, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP10+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Valuation (apprai... | $1,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,060 | $101,317+113.3% | $146,958+47.0% | $74,495+190.0% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 16.51% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $12,235 | $3,810+221.1% | $4,933+148.0% | $2,623+366.4% |
| Participant deferral / active EE | $10,651 | $7,303+45.8% | $8,070+32.0% | $4,346+145.1% |
| Admin fee / account holder | $6 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |